Have you ever asked yourself:
~ When can I retire and how much money will I need?
~ How will I pay for my children's education?
~ Will my family have enough money if something
happens to me?
~ How will I pay for my medical and assisted living
expenses as I get older?
~ How do I avoid outliving my money and becoming a
burden on my family?
~ How can I minimize my tax liabilities?
Who can I go to for help so that I understand my options?
How do I make sure that they are looking out for my best interests?
Nashional Financial is a trusted advisor that cares about you and your family. Our male and female advisors are fiduciaries who will look out for your best interests.
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Our chief financial advisor is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (Texas) and holds several investment management and insurance licenses and certifications. Learn more here: About Us.
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You will have access to a wide spectrum of asset classes and solutions to help ensure that you have a customized and diversified financial portfolio.
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The recommendations that we present are not motivated by someone else's quotas or goals.
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You will not be pressured into any product or service - we can help you with whatever you want or need.
We are your advisor from day one:
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We are an independent, fee-only, Registered Investment Advisor, which means we do not solicit to others. Our CFP® professional actively trades on the stock market for your brokerage account, and is always accessible if you have questions or want to be involved in the decisions that are made.
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Your financial planning consultations are complementary. Our compensation* is based on the decisions that you make, not on the time that we spend with you in meetings.
*We will explain this clearly when we first meet.
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You can call/email/video conference/meet with your advisor directly - anytime about anything - at no additional cost.